Congress Holdings

Most held

LALDX

Lord Abbett Investment Trust Short Duration Income Fd Cl A

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Jefferson Shreve IN-6 Member P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) โ‡’ Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) MF $1,000,001 - $5,000,000 August 12, 2026
filing 10075352, p. 9

How the count is made: see Most held.